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TD Ameritrade Announces Personalized Portfolios: Tailored Investing, Your WayTD Ameritrade Holding Corporation (Nasdaq: AMTD) is further expanding its investment guidance line-up with the launch of Personalized Portfolios1- a highly customizable managed portfolio solution, giving investors a high-tech, right touch experience that considers their total wealth picture. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20180530005217/en/ TD Ameritrade's Affluent Investors Survey infographic. (Graphic: Business Wire) As many TD Ameritrade Retail clients do today, each Personalized Portfolios client will have a one-on-one relationship with a senior financial consultant at any of TD Ameritrade's 360+ U.S. branches. In addition, those consultants will work in tandem with a credentialed portfolio consultant from TD Ameritrade Investment Management, LLC ("TDAIM"). These portfolio consultants will serve in a fiduciary capacity to construct tailored portfolios that express each client's unique preferences as a self-directed investor at TD Ameritrade. The Personalized Portfolios goal-based investing platform features an integrated digital dashboard that can give clients a one-stop view of all of their investments, including account aggregation, integrated goal-tracking, and performance for both TD Ameritrade and non-TD Ameritrade accounts. "We're giving investors a compelling 'human-plus-digital' guidance experience, made possible through our convenient, nationwide branch network and growing advanced technology capabilities," said Peter deSilva, president of retail at TD Ameritrade. "Personalized Portfolios offers a fully customizable experience that fills a key gap in our client advice continuum. It addresses the needs of investors who are looking for more personalized investment advice but still want to remain involved in their investing decisions, and aren't yet ready to delegate to an independent investment advisor." High-tech, right touch - full team of professionals + seamless digital experience delivers:
Personalized Portfolios - a unique portfolio on each client's terms, including:
A recent Affluent Investors Survey conducted for TD Ameritrade found that among investors with at least $250,000 in investable assets and who choose not to work with a financial advisor, nearly 4 in 10 (38 percent) cite their desire to stay in control of their investments. The survey also revealed that almost two-thirds (65 percent) of affluent investors consider it important to have a customizedinvestment portfolio, outnumbering those who value customization in their homes (63 percent), vacations (57 percent), and food (30 percent). Personalized Portfolios rounds out TDAIM's existing continuum of services for self-directed investors who want more advice and guidance. Essential Portfolios, launched in 2017, is a fully digital robo-advisor platform, and Selective Portfolios, first introduced in 2004, offers a hybrid of digital and human advice. For investors who want more sophisticated, customized wealth management services, TD Ameritrade offers AdvisorDirect®, which refers high net worth clients to an independent registered investment advisor. To learn more about Personalized Portfolios and other solutions for investors of all ages and experience levels at TD Ameritrade, visit one of our 360+ U.S. branches or https://www.tdameritrade.com/investment-products/managed-portfolios.page. Before investing carefully consider the underlying fund's objectives, risks, charges, and expenses. For a prospectus containing this and other important information about each fund, contact us at 888-310-7921. Please read the prospectus carefully before investing. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Mutual funds are subject to market, exchange rate, political, credit, interest rate and prepayment risks, which vary depending on the type of mutual fund. ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Separately managed accounts (SMAs) may be used to provide diversification or specialization within a particular sector of the market. Due to direct equity ownership, equity only SMAs can entail market, sector or industry risks, as well as international risk, currency risk, commodity risk and interest rate risk. Please consult a tax advisor to determine if the potential tax benefits are appropriate for your portfolio. TD Ameritrade Investment Management is not affiliated with any of the SMA (News - Alert) managers. Advisory services are provided by TD Ameritrade Investment Management, LLC ("TD Ameritrade Investment Management"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure (Form ADV Part 2A) http://www.tdameritrade.com/forms/TDA4855.pdf Under no circumstances should participation by a certain independent advisor in AdvisorDirect be considered an endorsement or recommendation by TD Ameritrade for that particular independent advisor. Brokerage transactions executed through TD Ameritrade are subject to standard transaction charges. Minimum asset level required.
About TD Ameritrade Holding Corporation
About Morningstar Investment Management LLC
About the TD Ameritrade Affluent Investors Survey Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)/SIPC (www.SIPC.org). Source (News - Alert): TD Ameritrade Holding Corporation
1Personalized Portfolios and other advisory services are
offered through TD Ameritrade Investment Management, LLC, a registered
investment advisor affiliate of TD Ameritrade, Inc. ("TD Ameritrade")
and a subsidiary of TD Ameritrade Holding Corporation.
View source version on businesswire.com: https://www.businesswire.com/news/home/20180530005217/en/ |